Hi, our club just started using bivio as of 1/1/09. I am new at this and when I set up the opening balances for the members I put in what they had paid in to date and earning allocated to date. The club has been ...
We changed our password on Scottrade this month. When I went to get my reports from Bivio for the meeting, nothing had been updated since they did not have the new password. The form asked me to update the information on brrokerage account. I did ...
I erroneously processed a withdrawal for one of our members. I read Gene's solution for this problem. However, he didn't elaborate on how to delete the w/d. Where do I go to delete it and get that member back on the membership roster? Thanks for ...
Does anyone know how often or at what times the AccountSync is supposed to update? All I can find is that it updates "overnight" Is there a way to speed up the updating process at all?
When will AccountSync be available for MyStockFund? It seems odd that the broker and accounting software recommended by BetterInvesting do not work with one another.
Within our club we have several married couples. One of the wives wishes to withdraw from the group and transfer her units to her husband. What is the best way to do this? Matt
I recently signed up for the online SSG. I'm very familiar with SSGs. My question deals with how to determine a selected low. On the original "form" we were provided with 4 options: 1) Avg low p/e X Est low eps 2) AVg low of ...
Club members are discussing asking any future members to pay a one time additional $15 to cover misc. expenses. They feel this one-time fee should not but them any additional fractional shares How would I handle this in Bivio? Just deposit it as a separate ...
Hello, We are the Middlefolk Investment Club in MA. Our membership has dropped from 15 to 9 in recent years. We would like to find new members. Any tips would be greatly appreciated. Kind regards, David
merci On Wed, 7/1/09, Jim Thomas <jimt075@comcast.net> wrote: From: Jim Thomas <jimt075@comcast.net> Subject: Re: club_cafe: Member Withdrawal To: "The Club Cafe" <club_cafe@bivio.com> Date: Wednesday, July 1, 2009, 10:05 PM No. If a transaction dated prior to a withdrawal is modified (or added or deleted), bivio ...
If I process a member withdrawal (100%) and at a future date back out a transaction (entered prior to the withdrawal) which results in an increased NAV, my assumption is that Bivio will allocate the NAV only amongst the remaining partners. Correct? (Backing out could ...
OK, next year I'll have everyone make their checks payable to BI, and I'll only have to worry about the Bivio and BI club membership cost. But this year, they wrote checks to the club, and I deposited them accordingly. So, what do I do ...
Two types: 1. Bivio membership, and Better Investing club membership. Currently I deposit members' membership dues for expenses into the suspense account rather than the bank account in Bivio, so as to know whether there's any unbudgeted excess at the end of the year. But ...